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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Daniel Hocking (CRD# 1346641) is an Investment Advisor Representative working at Newedge Advisors in Jamestown, NY and has over 30 years of experience in the finance industry.
Tanya Hoffman (CRD# 6269026) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 8 years of experience in the finance industry.
Alex Johnson (CRD# 5956917) is an Investment Advisor Representative working at Shift Fynancial in Jamestown, NY and has over 11 years of experience in the finance industry.
Jillian Jones (CRD# 6295076) is an Investment Advisor Representative working at Esi Financial Advisors in Jamestown, NY and has over 10 years of experience in the finance industry.
Lorri Mabee (CRD# 4900780) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 9 years of experience in the finance industry.
Susan Middleton (CRD# 5127714) is an Investment Advisor Representative working at Counsel Fiduciary, LLC in Titusville, PA and has over 18 years of experience in the finance industry. Susan Middleton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Nelson (CRD# 2732878) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jamestown, NY and has over 28 years of experience in the finance industry.
Daniel Overcash (CRD# 354430) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Jamestown, NY and has over 39 years of experience in the finance industry. Daniel Overcash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kristie Jo Peppy (CRD# 3009499) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 26 years of experience in the finance industry.
Mark Phillips (CRD# 3045866) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Warren, PA and has over 25 years of experience in the finance industry.